🔽 Drop Down List Setup

The Drop Down List Setup section allows you to add, edit, activate, or deactivate dropdown options used throughout e-manage|ONE. These lists drive consistency and control across your workflows, so proper setup and maintenance are essential.

We strongly recommend marking unused dropdowns as “Not Active” rather than deleting them. This preserves historical data while allowing for future adjustments as your business evolves.

🔍 Why Dropdown Management Matters

Some dropdowns directly impact critical system processes and user behavior. A clear understanding of their function helps maintain system integrity and improve efficiency.

Project Type
Defines the workflow policies tied to specific project types. For example:
- Labor Only projects may skip material estimates.
- Furniture projects might require material and freight estimates.
Product Type
Maps each line item to a QuickBooks account when generating Vendor Bills or Customer Invoices.
Choosing the correct Product Type is essential for accurate financial tracking.

💡 To view additional details for any dropdown list, click on the row header of the item.

In the sub-sections that follow, you’ll find specific examples and best practices for setting up and managing different types of dropdowns.